See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,361 | $117,983+22.4% | $101,794+41.8% | $142,382+1.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 15.52% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,980 | $2,773-28.6% | $2,289-13.5% | $4,299-53.9% |
| Participant deferral / active EE | $7,550 | $4,714+60.2% | $4,084+84.9% | $6,507+16.0% |
| Admin fee / account holder | $723 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |